New feature: Register recurring orders once and Upsales CRM will process the rest for you

Customers with the Enterprise Edition can now easily create recurring orders in Upsales CRM. By using this feature users only have to register a recurring order once and Upsales CRM will process the rest.

Create your recurring order by selecting start date, end date and invoice interval. The invoice intervals you can select are the following: monthly, quarterly, every six months, every twelve months. An order will be created one day before the start date of each recurring instance.

Note: To be able to see the recurring order tab it needs to be enabled by an administrator. The admin page is to be found under the tab Opportunities & Orders in the admin interface, the link is called Recurring Order.


 

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